Zwain Capital Management is an independent wealth advisory firm led by Max Zwain, a fiduciary deeply rooted in South Louisiana.
We help families preserve and grow what they have built, guide business owners through complex financial decisions, and bring clarity to planning for the future. Our work is grounded in trust, sound judgment, and a commitment to put clients first.
NEW ORLEANS, LOUISIANA[ About ]We help families, professionals, and business owners across South Louisiana grow and protect their wealth.
Our work spans investing, retirement, tax and estate planning, and guiding business owners as they turn success into lasting security. We also manage 401(k) and retirement benefit programs, serving as a trusted chief retirement office for several businesses across the Gulf South.
Every relationship is built on fiduciary duty, clear advice, and a deep understanding of our community.
Zwain Capital Management Approach
We invest with clarity and discipline while putting your interests first. Portfolios reflect your goals and your comfort with risk, built through broad diversification and cost-conscious strategies instead of speculation. Every choice is guided by honesty, integrity, character and true fiduciary care so you can trust the advice you receive.
Max Zwain
Founder & CEO
Zwain Capital Management
Max Zwain grew up in New Orleans and built his career helping families and business owners in South Louisiana make sound, lasting financial decisions.
Before founding Zwain Capital Management, he advised high-net-worth clients at Morgan Stanley, managed retirement plans for growing companies, and taught high school math in Reserve through Teach For America, where he introduced students to personal finance.
His work blends Wall Street expertise with a deep understanding of the values and relationships that define this region. Max is a graduate of Tulane University and remains active in the New Orleans community with his wife and two daughters.
Values
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We speak plainly and tell the full truth about your finances, even when the answer is complex or challenging. You will always know where you stand.
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We do what is right for our clients and our community, guided by principles that do not shift with markets or trends.
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We are legally and ethically bound to act in your best interest. Advice is objective, transparent, and built to protect the people we serve.
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We are deeply rooted in South Louisiana. Our work reflects the culture, relationships, and priorities of the region we call home.
Our Services
Wealth Management
We build and manage investment portfolios that align with your goals and tolerance for risk. Our focus is on protecting what you’ve built while positioning it to grow steadily over time.
Financial Planning
We help you plan for retirement, manage taxes, and prepare for the transfer of wealth. Each plan is personal, built around your family’s needs and long-term vision.
Retirement Plan Consulting
We advise companies on creating and managing 401(k) and other retirement plans. Our role is to help business owners offer strong benefits while meeting fiduciary standards.
Retirement Plans for Business
We manage 401(k) and retirement benefits that help business owners support their teams and build lasting security across the Gulf South.
Business Owner Advisory
We guide entrepreneurs and privately held companies through succession planning, liquidity events, and the transition from building a business to protecting family wealth.